Suppliers

Suppliers in Compound Direct cards centralise all key supplier details in one place, making it easier to manage purchasing and maintain accurate records. By recording each supplier in your workspace, you can quickly generate purchase orders, automate order communication, and reduce manual admin when restocking.

This guide will help you to:

• Create and manage detailed supplier records, including purchase order and tax information
• Quickly locate and update supplier details as your business needs change
• Archive and restore suppliers to maintain a clean and accurate supplier list

Now that you understand how supplier records support purchasing and inventory workflows, follow the steps below to find, add, edit, and archive suppliers in your workspace.

Finding a supplier

1. Go to the ‘Settings’ page.
2. Click on the ‘Suppliers’ button.
3. A list of suppliers will be displayed, you may either:
   1. Select the desired ‘Supplier’ from the list.
   2. Begin typing the name of the supplier into the search search bar.
   3. Click on ‘More Filters’ to narrow down the list of suppliers.
   4. Click on the ‘Archival Status’ drop-down menu, and tick ‘Show Archived’ to display archived only suppliers.
   5. Click the ‘Reset Filters’ button to remove the applied filter.
4. Once found, click on the ‘Supplier’ to view it.

Adding a supplier

1. Go to the ‘Settings’ page.

2. Click on the ‘Suppliers’ button.

3. Click on the ‘Create Supplier’ button.

4. Enter the supplier details, including the name, email address, mobile number, phone number, address, and city.

   • The supplier's email is used for the automatic sending of purchase orders. See Purchase Orders guide for more information.

5. Enter in the desired supplier notes.

   1. You may height re-size the text field, if desired.

6. Enter the ‘Purchase Orders’ details, including the account number, currency, and tax.

   1. Tick the ‘check_box Tax Inclusive’, if applicable.

7. Once completed, click ‘Create’ to add the new supplier.

8. Once created, the ‘Documents’ section will appear.

   • For more information, see the Documents guide.

Editing a supplier

1. Go to the ‘Settings’ page.

2. Click on the ‘Suppliers’ button.

3. Select the desired ‘Supplier’ you wish to edit.

4. Edit the supplier details, including the name, email address, mobile number, phone number, address, and city.

5. Edit the existing supplier notes.

   1. You may height re-size the text field, if desired.

6. Edit the ‘Purchase Orders’ details, including the account number, currency, and tax.

   1. Tick or untick the ‘check_box Tax Inclusive’.

7. You may upload relevant supplier ‘Documents’, as desired.

   • For more information, see the Documents guide.

8. Click on the ‘Save’ button when finished to save changes.

Archiving a supplier

1. Go to the ‘Settings’ page.
2. Click on the ‘Suppliers’ button.
3. Select the desired ‘Supplier’ you wish to archive.
4. Click on the ‘More actions keyboard_arrow_down’ drop-down.
5. Select the ‘Archive’ button.
   1. A timestamped notification banner will appear at the top of the page confirming the action.
6. To Unarchive, select ‘More actions keyboard_arrow_down’ then select ‘Unarchive’.

Merging suppliers

1. Go to the ‘Settings’ page.

2. Click on the ‘Suppliers’ button.

3. Select the desired ‘Supplier’ you wish to merge another supplier to.

4. Click on the ‘More actions keyboard_arrow_down’ drop-down.

5. Select the ‘Merge from other Supplier’ button.

6. On the ‘Merge Suppliers’ modal, search search and tick the check_box of the supplier whose data you want to delete and merge.

   • Please review all details carefully before proceeding. Merging suppliers is permanent and cannot be undone. Ensure all information is accurate before finalising the merge.

7. Click the ‘Confirm’ button to complete the process.